Reports

Administry provides several reports to summarize and visualize your agency’s data.

Demographic Reports

These reports allow you to break down clients by age, race, gender, and other categories. For the purposes of this reports, clients are only counted when they have had an approved pledge during the date range set for the report. To access these reports, select Demographic Reports under the Reports menu. Available reports include:

Race:

Breakdown of clients by race designation. Use the date filter at the top of the page to limit results.

Education:

Breakdown of clients by education level. Use the date filter at the top of the page to limit results.

Marriage status:

Breakdown of clients by marriage status. Use the date filter at the top of the page to limit results.

Gender, Age & Race:

Breakdown of clients by gender, age, and race. Age ranges may be changed by contacting Administry support. Use the date filter at the top of the page to limit results. Use the dropdown at the top to select gender. Use the second dropdown at the top of the page to count clients only or all people in the client’s household.

Pledge Reports

These reports allow you to break down dollars pledged to clients. These reports may not reflect actual amounts spent. To access these reports, select Pledge Reports under the Reports menu. Available reports include:

By Fund:

Breakdown of pledge dollars spent by fund. Use the date filter at the top of the page to limit results. This report does not include pending pledges that have not been approved.

By Vendor:

Breakdown of pledge dollars spent by vendor. Use the date filter at the top of the page to limit results. This report does not include pending pledges that have not been approved.

By caseworker:

Breakdown of pledge dollars spent by caseworker. Use the date filter at the top of the page to limit results. This report does not include pending pledges that have not been approved.

By zip code

Breakdown of clients by zip code for the client’s primary address. Use the date filter at the top of the page to limit results. This report does not include pending pledges that have not been approved.

Spending Reports

If your agency has enabled the Payment Module, these reports allow you to break down actual expenses recorded as Payments and Fund Transactions. To access these reports, select Spending Reports under the Reports menu. Available reports include:

By fund:

Breakdown of pledge dollars spent by fund. Use the date filter at the top of the page to limit results. This report does not include payments or transactions that have been voided.

By Vendor:

Breakdown of pledge dollars spent by vendor. Use the date filter at the top of the page to limit results. This report does not include payments or transactions that have been voided.

By caseworker:

Breakdown of pledge dollars spent by caseworker. Use the date filter at the top of the page to limit results. This report does not include payments or transactions that have been voided.

By zip code

Breakdown of clients by zip code for the client’s primary address. Use the date filter at the top of the page to limit results. This report does not include payments or transactions that have been voided.

Visit Reports

These reports provide information about client visits. Use the date filter at the top of the page to limit results. There are 2 types of visit reports:

Visit list:

This report provides a listing of all visits recorded within the specified date range. Report can be sorted by clicking on the column headers, and filtered by entering a search term in the search box at the top of the table. Report may be exported to printed, Excel, or PDF.

Totals:

This report counts all completed visits during the specified date range. The report categorizes sums by visit location.

Action Reports

These reports provide information about actions taken on behalf of clients. Use the date filter at the top of the page to limit results. There are 2 types of action reports:

Action List:

This report provides a listing of all actions recorded within the specified date range. Click on the service type dropdown next to the date range filter to view actions of specific types. Report can be sorted by clicking on the column headers, and filtered by entering a search term in the search box at the top of the table. Report may be exported to printed, Excel, or PDF.

Totals:

This report counts all actions categorized by service type. The ‘Total Value’ column multiplies the number of actions by the amount in the service value field (see more information in the services page).

Pledge Map

This report displays pledges on an interactive map to help caseworkers better understand their agency’s geographical impact. Use the date filter at the top of the page to limit results.

• The ‘Minimum pledge total’ box can be used to exclude pledge totals below a certain amount. For instance, a value of $100 will remove all pledge totals less than $100 from the map.
• Drag the map to pan, and use the map controls to zoom in and out.
• Click on a pin to view the number of pledges and the total dollars pledged during the specified date range.

Custom Reports

This section is where you can find other reports about your agency’s work. Administry Support can help you dig into your data by creating new custom reports based on criteria you provide. These reports are dynamic, so you can run them anytime you want to see up-to-date data.

• To request a new custom report, create a support ticket.